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North Star Investment Management’s Wells Fargo WFC Stock Holding History

North Star Investment Management’s Portfolio WFC Stock Details WFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.32M Buy
16,518
+124
+0.8% +$10.7K 0.08% 226
2025
Q4 		$1.53M Buy
16,394
+1,233
+8% +$107K 0.1% 193
2025
Q3 		$1.27M Sell
15,161
-92
-0.6% -$7.46K 0.08% 204
2025
Q2 		$1.22M Buy
15,253
+3
+0% +$216 0.09% 199
2025
Q1 		$1.09M Buy
15,250
+500
+3% +$37.5K 0.08% 211
2024
Q4 		$1.04M Sell
14,750
-100
-0.7% -$6.83K 0.07% 226
2024
Q3 		$839K Sell
14,850
-100
-0.7% -$5.66K 0.06% 254
2024
Q2 		$888K Sell
14,950
-900
-6% -$53.1K 0.07% 243
2024
Q1 		$919K Buy
15,850
+900
+6% +$47.1K 0.07% 248
2023
Q4 		$736K Sell
14,950
-2,936
-16% -$127K 0.06% 273
2023
Q3 		$731K Buy
17,886
+6
+0% +$259 0.06% 265
2023
Q2 		$763K Buy
17,880
+21
+0.1% +$845 0.06% 275
2023
Q1 		$668K Buy
17,859
+404
+2% +$17.6K 0.06% 304
2022
Q4 		$721K Buy
17,455
+2,486
+17% +$110K 0.06% 292
2022
Q3 		$602K Sell
14,969
-954
-6% -$41K 0.06% 270
2022
Q2 		$624K Buy
15,923
+900
+6% +$39.5K 0.06% 269
2022
Q1 		$728K Sell
15,023
-128
-0.8% -$6.85K 0.06% 264
2021
Q4 		$727K Buy
15,151
+100
+0.7% +$4.92K 0.05% 272
2021
Q3 		$699K Buy
15,051
+72
+0.5% +$3.33K 0.06% 267
2021
Q2 		$678K Hold
14,979
– – 0.05% 267
2021
Q1 		$585K Hold
14,979
– – 0.06% 261
2020
Q4 		$452K Sell
14,979
-1,021
-6% -$26.4K 0.05% 273
2020
Q3 		$376K Hold
16,000
– – 0.04% 285
2020
Q2 		$410K Sell
16,000
-1,229
-7% -$33.6K 0.05% 258
2020
Q1 		$494K Hold
17,229
– – 0.07% 215
2019
Q4 		$927K Sell
17,229
-264
-2% -$13.8K 0.1% 211
2019
Q3 		$882K Buy
17,493
+103
+0.6% +$4.85K 0.1% 216
2019
Q2 		$823K Buy
17,390
+65
+0.4% +$3.04K 0.1% 230
2019
Q1 		$837K Sell
17,325
-379
-2% -$18.6K 0.1% 229
2018
Q4 		$816K Sell
17,704
-1,997
-10% -$102K 0.11% 208
2018
Q3 		$1.03M Sell
19,701
-996
-5% -$56.9K 0.12% 206
2018
Q2 		$1.15M Buy
20,697
+4
+0% +$214 0.13% 196
2018
Q1 		$1.08M Sell
20,693
-976
-5% -$58K 0.13% 201
2017
Q4 		$1.31M Buy
21,669
+3
+0% +$169 0.16% 163
2017
Q3 		$1.2M Buy
21,666
+114
+0.5% +$6.06K 0.15% 165
2017
Q2 		$1.19M Buy
21,552
+800
+4% +$42.9K 0.16% 160
2017
Q1 		$1.16M Buy
20,752
+1,268
+7% +$71.9K 0.16% 157
2016
Q4 		$1.07M Buy
19,484
+2,520
+15% +$127K 0.16% 157
2016
Q3 		$751K Buy
16,964
+502
+3% +$24K 0.13% 174
2016
Q2 		$779K Sell
16,462
-534
-3% -$26K 0.14% 170
2016
Q1 		$822K Buy
16,996
+652
+4% +$31.9K 0.16% 160
2015
Q4 		$888K Buy
16,344
+12,054
+281% +$654K 0.17% 146
2015
Q3 		$220K Buy
4,290
+1,590
+59% +$87.4K 0.05% 273
2015
Q2 		$152K Hold
2,700
– – 0.03% 300
2015
Q1 		$147K Hold
2,700
– – 0.03% 298
2014
Q4 		$148K Hold
2,700
– – 0.03% 294
2014
Q3 		$140K Hold
2,700
– – 0.03% 291
2014
Q2 		$142K Sell
2,700
-77
-3% -$3.87K 0.03% 292
2014
Q1 		$138K Buy
+2,777
New +$129K 0.03% 296

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

North Star Investment Management's WFC Position: Q1 2026 in Review

North Star Investment Management increased its Wells Fargo (WFC) stake by 0.76% in Q1 2026, buying an estimated $10.7K and bringing the position to 16,518 shares worth $1.32M. The position accounts for 0.08% of the portfolio, ranked #226.

North Star Investment Management first reported a position in WFC in Q1 2014 and has held it in 49 quarters since. The position peaked at $1.53M in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • North Star Investment Management held 16,518 shares of Wells Fargo worth $1.32M as of Q1 2026.
  • North Star Investment Management bought 124 Wells Fargo shares in Q1 2026, an estimated $10.7K.
  • Wells Fargo made up 0.08% of North Star Investment Management's portfolio in Q1 2026, its #226 holding.
  • North Star Investment Management first reported a position in Wells Fargo in Q1 2014 and has held it in 49 quarters since.
  • North Star Investment Management's Wells Fargo position peaked at $1.53M in Q4 2025.
  • 2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.